Apella Capital’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
1,773
+440
| +33% | +$129K | 0.01% | 289 |
|
|
2025
Q1 | $388K | Buy |
1,333
+48
| +4% | +$14K | 0.01% | 276 |
|
|
2024
Q4 | $335K | Buy |
1,285
+3
| +0.2% | +$782 | 0.01% | 274 |
|
|
2024
Q3 | $410K | Buy |
1,282
+54
| +4% | +$17.3K | 0.02% | 234 |
|
|
2024
Q2 | $388K | Buy |
1,228
+45
| +4% | +$14.2K | 0.02% | 228 |
|
|
2024
Q1 | $320K | Sell |
1,183
-87
| -7% | -$23.5K | 0.02% | 239 |
|
|
2023
Q4 | $385K | Sell |
1,270
-602
| -32% | -$183K | 0.02% | 208 |
|
|
2023
Q3 | $503K | Buy |
1,872
+600
| +47% | +$161K | 0.04% | 169 |
|
|
2023
Q2 | $282K | Buy |
+1,272
| New | +$282K | 0.02% | 222 |
|
|
2022
Q4 | $344K | Buy |
1,310
+156
| +14% | +$41K | 0.03% | 179 |
|
|
2022
Q3 | $260K | Buy |
1,154
+37
| +3% | +$8.34K | 0.03% | 186 |
|
|
2022
Q2 | $272K | Buy |
+1,117
| New | +$272K | 0.03% | 187 |
|
|
2021
Q3 | – | Sell |
-1,045
| Closed | -$255K | – | 200 |
|
|
2021
Q2 | $255K | Buy |
1,045
+3
| +0.3% | +$732 | 0.04% | 183 |
|
|
2021
Q1 | $259K | Buy |
1,042
+3
| +0.3% | +$746 | 0.08% | 115 |
|
|
2020
Q4 | $239K | Sell |
1,039
-427
| -29% | -$98.2K | 0.08% | 116 |
|
|
2020
Q3 | $373K | Hold |
1,466
| – | – | 0.15% | 91 |
|
|
2020
Q2 | $346K | Hold |
1,466
| – | – | 0.16% | 94 |
|
|
2020
Q1 | $297K | Buy |
+1,466
| New | +$297K | 0.17% | 85 |
|